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Prosperity Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Prosperity Wealth Management’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$464K Buy
11,542
+4,933
+75% +$197K 0.15% 145
2025
Q3 		$261K Buy
+6,609
New +$254K 0.09% 202

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prosperity Wealth Management's CGUS Position: Q4 2025 in Review

Prosperity Wealth Management increased its Capital Group Core Equity ETF (CGUS) stake by 75% in Q4 2025, buying an estimated $197K and bringing the position to 11,542 shares worth $464K. The position accounts for 0.15% of the portfolio, ranked #145.

Prosperity Wealth Management first reported a position in CGUS in Q3 2025 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

  • Prosperity Wealth Management held 11,542 shares of Capital Group Core Equity ETF worth $464K as of Q4 2025.
  • Prosperity Wealth Management bought 4,933 Capital Group Core Equity ETF shares in Q4 2025, an estimated $197K.
  • Capital Group Core Equity ETF made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #145 holding.
  • Prosperity Wealth Management first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.